Cozad Asset Management Inc.
Cozad Asset Management Inc. (CRD# 104764) is a financial advisory firm headquartered in Champaign, IL. They manage $1,638,409,871 in 3,074 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management1,638MILLION
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Total Number of Accounts3,074ACCOUNTS
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Average Account Value$532,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, WA, WI
Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 40 years of experience in the finance industry.
Donald Puyear (CRD# 1094582) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Hudson, IL and has over 25 years of experience in the finance industry.
Peggy Schluter (CRD# 2180250) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 32 years of experience in the finance industry.
Lee Smith (CRD# 1281878) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 39 years of experience in the finance industry.
Anne Storsved (CRD# 4299254) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry.
Kaitlin Buerkett (CRD# 7174041) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 4 years of experience in the finance industry.
Regan Frazier (CRD# 7704077) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has 1 year of experience in the finance industry.
Dae-woung Kang (CRD# 7464979) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 2 years of experience in the finance industry.
Adrienne Olson (CRD# 4221357) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry.
Brent Schluter (CRD# 7171147) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has 1 year of experience in the finance industry.